VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,407 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $349,179 | +8.0% | 3,128 | 0.0% | 0.20% | -7.8% |
Q3 2023 | $323,185 | -5.6% | 3,128 | -3.1% | 0.22% | +5.3% |
Q2 2023 | $342,394 | +0.5% | 3,228 | 0.0% | 0.21% | -6.7% |
Q1 2023 | $340,554 | -15.5% | 3,228 | -13.3% | 0.22% | -21.8% |
Q4 2022 | $402,974 | +31.7% | 3,724 | +15.4% | 0.28% | +22.3% |
Q3 2022 | $306,000 | -18.6% | 3,228 | -12.7% | 0.23% | -12.1% |
Q2 2022 | $376,000 | -9.4% | 3,698 | 0.0% | 0.26% | +2.3% |
Q1 2022 | $415,000 | -0.5% | 3,698 | -0.7% | 0.26% | 0.0% |
Q4 2021 | $417,000 | – | 3,723 | – | 0.26% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
High Net Worth Advisory Group LLC | 79,499 | $8,874,883 | 3.30% |
Lowe Wealth Advisors, LLC | 29,945 | $3,342,705 | 1.65% |
StrongBox Wealth, LLC | 22,592 | $2,521,978 | 1.47% |
Montecito Bank & Trust | 38,593 | $4,308,136 | 0.93% |
McAlister, Sweet & Associates, Inc. | 5,819 | $649,580 | 0.60% |
Dentgroup LLC | 5,637 | $629,279 | 0.56% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 8,211 | $917 | 0.34% |
Compass Financial Group, INC/SD | 8,948 | $998,912 | 0.26% |
B.O.S.S. Retirement Advisors, LLC | 10,349 | $1,069,210 | 0.24% |
Agate Pass Investment Management, LLC | 3,128 | $349,179 | 0.20% |